Financial data

We would need screenshots of your setup to be able to troubleshoot the issue. Ideas you could explore:

  • Are the column types the same? Column types need not be the same, mistake on my part.
  • Is the data you are trying to relate actually exactly the same?

General warning about dates

You’ll notice below that I am relating YYYYMM (for example 202303) to YYYYMM. These are integers that are exactly the same. I usually try to relate integers, row IDs, values that will never changes and that are not ambiguous. Relating dates is best avoided, because they are more complicated than they seem. A date is actually a DateTime, with year, month, day, hour, minute, second and millisecond components. You could think that two dates are the same, but the time might be different, and it creates issues.

Expenses table

Setup of the math column:

Monthly report table

Setup of the relation column:

Setup of the rollup column:

Layout editor

  • Collection component: I chose table. Opt for whatever collection style suits your project.
  • Chart component: line, bar and radial are available natively in Glide. Should you need more options, you could have a look at Quickchart.

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